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Valeo Financial Advisors’s CBRE Group CBRE Stock Holding History

Valeo Financial Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Sell
1,797
-758
-30% -$104K 0.01% 695
2026
Q1 		$346K Sell
2,555
-54
-2% -$8.21K 0.01% 498
2025
Q4 		$420K Buy
2,609
+232
+10% +$36.5K 0.01% 512
2025
Q3 		$375K Sell
2,377
-168
-7% -$26K 0.01% 535
2025
Q2 		$357K Buy
2,545
+328
+15% +$41.5K 0.01% 524
2025
Q1 		$290K Buy
2,217
+85
+4% +$11.6K 0.01% 540
2024
Q4 		$280K Buy
2,132
+168
+9% +$22K 0.01% 566
2024
Q3 		$244K Buy
+1,964
New +$214K 0.01% 592
2021
Q1 		– Sell
-89
Closed -$6K – 2035
2020
Q4 		$6K Buy
+89
New +$5.03K ﹤0.01% 1316
2020
Q3 		– Sell
-642
Closed -$29K – 1664
2020
Q2 		$29K Buy
642
+169
+36% +$7.29K ﹤0.01% 926
2020
Q1 		$21K Sell
473
-286
-38% -$15.8K ﹤0.01% 879
2019
Q4 		$47K Buy
759
+295
+64% +$16.3K ﹤0.01% 670
2019
Q3 		$25K Buy
464
+22
+5% +$1.16K ﹤0.01% 786
2019
Q2 		$23K Sell
442
-52
-11% -$2.58K ﹤0.01% 806
2019
Q1 		$24K Hold
494
– – ﹤0.01% 726
2018
Q4 		$20K Buy
494
+15
+3% +$620 ﹤0.01% 707
2018
Q3 		$19K Hold
479
– – ﹤0.01% 786
2018
Q2 		$23K Sell
479
-274
-36% -$13K ﹤0.01% 722
2018
Q1 		$36K Buy
753
+319
+74% +$14.5K 0.01% 559
2017
Q4 		$19K Buy
434
+110
+34% +$4.56K ﹤0.01% 681
2017
Q3 		$12K Buy
+324
New +$11.9K ﹤0.01% 652

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's CBRE Position: Q2 2026 in Review

Valeo Financial Advisors reduced its CBRE Group (CBRE) stake by 30% in Q2 2026, selling an estimated $104K and leaving 1,797 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #695.

Valeo Financial Advisors first reported a position in CBRE in Q3 2017 and has held it in 21 quarters since. The position peaked at $420K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Valeo Financial Advisors held 1,797 shares of CBRE Group worth $242K as of Q2 2026.
  • Valeo Financial Advisors sold 758 CBRE Group shares in Q2 2026, an estimated $104K.
  • CBRE Group made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #695 holding.
  • Valeo Financial Advisors first reported a position in CBRE Group in Q3 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's CBRE Group position peaked at $420K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.